+149.2%
CPAY vs UEC
+885.8%
-736.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +0.6% |
| 7D | -2.0% | -9.4% | +7.5% | -0.8% |
| 30D | -0.4% | -8.0% | +7.7% | +0.3% |
| 3M | +16.4% | -1.7% | +18.0% | +15.7% |
| 6M | +23.5% | -26.1% | +49.7% | +25.6% |
| YTD | +35.7% | -10.5% | +46.2% | +33.3% |
| 1Y | +30.2% | -13.3% | +43.5% | +26.4% |
| 3Y | +49.7% | +116.4% | -66.6% | +21.1% |
| 5Y | +56.6% | +225.5% | -169.0% | +10.5% |
| All | +149.2% | +885.8% | -736.6% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling